CPA - medium firm
Nonprofit Professional
Other
Real Estate Professional
It is hard enough to keep your clients happy while juggling the always demanding aspects of a profitable project, including schedule, costs, and resources. In this session, you will learn how to quickly and easily monitor progress and results across every task in your business so you can make corrections as you go, create more accurate estimates, and free your crews to focus on their work. Let the software do the heavy lifting when it comes to tracking and monitoring your financial results so you can focus on project success.
Learning objectives:
- Identify different measures that drive financial success
- Recognize the benefits of timely insights and accurate data capture for projects of all kinds
- Identify how integrated solutions can simplify all aspects of project management and accounting
Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.
She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.
She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.
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